A detailed history of Washington Trust CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Washington Trust CO holds 6 shares of LPLA stock, worth $1,976. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6
Previous 13 53.85%
Holding current value
$1,976
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$193.0 - $282.1 $1,351 - $1,974
-7 Reduced 53.85%
6 $1,000
Q2 2023

Jul 27, 2023

SELL
$180.95 - $217.9 $1,990 - $2,396
-11 Reduced 45.83%
13 $2,000
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $2,880 - $3,833
15 New
15 $3,000
Q1 2023

May 04, 2023

SELL
$192.0 - $255.57 $4,608 - $6,133
-24 Closed
0 $3,000
Q4 2022

Jul 27, 2023

BUY
$206.94 - $269.62 $1,862 - $2,426
9 Added 60.0%
24 $5,000
Q4 2022

Feb 08, 2023

SELL
$206.94 - $269.62 $413 - $539
-2 Reduced 7.69%
24 $5,000
Q3 2022

Oct 14, 2022

SELL
$172.53 - $233.2 $172 - $233
-1 Reduced 3.7%
26 $6,000
Q1 2022

May 05, 2022

BUY
$143.67 - $190.77 $431 - $572
3 Added 12.5%
27 $5,000
Q2 2021

Aug 05, 2021

SELL
$134.61 - $156.7 $1,480 - $1,723
-11 Reduced 31.43%
24 $3,000
Q4 2020

Feb 09, 2021

BUY
$76.15 - $104.25 $609 - $834
8 Added 29.63%
35 $4,000
Q3 2020

Nov 05, 2020

BUY
$74.14 - $85.09 $667 - $765
9 Added 50.0%
27 $2,000
Q2 2020

Aug 04, 2020

BUY
$48.65 - $85.54 $875 - $1,539
18 New
18 $1,000

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $26.3B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
Track This Portfolio

Track Washington Trust CO Portfolio

Follow Washington Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Washington Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Washington Trust CO with notifications on news.